Search
Find lead records without having to scroll through the entire list.
Transcript
How to Use the "Search" Function:
The search bar is above the leads list. Enter the lead's name, email, or phone number to pull them up.
Caution:
The search bar accepts names, emails, and phone numbers only.
Pro Tip:
Not sure of the lead’s name or contact information? You can use the first three letters or numbers to narrow down your search.
